An Introduction to

Lee Barton

Director & Co-Founder

We started Bosworth Wealth Management in 2018. After 5 years working with Co-operative Financial Services as a Financial Adviser, I then spent 7 years at True Potential Wealth Management as a Partner.

This has given me valuable experience and now I decided to start on my own. My main aim with Bosworth Wealth Management is to provide sound advice in a friendly and approachable manner that is specific to each client’s requirements.

I am a Diploma Level 4 qualified adviser, I am comfortable advising on a wide range of topics with a specialisation in pensions and investments.

E: leebarton@bosworthwm.co.uk

T: +447738121448

Ian Laker

Director & Co-Founder

I have been a financial adviser since 2004, firstly with Co-operative financial services, then from November 2011 with True Potential Wealth Management, and in 2018 I set up Bosworth Wealth Management with my colleague, Lee Barton. I felt that with all the experience I had gained so far I could put that to good use in my own business. I aim to provide easy to understand advice at the clients convenience, and an ongoing service tailored to each clients needs.

I have a level 4 Diploma of Financial from Institute of Financial Services (now London Institute of Banking and Finance), and I advise on Savings and Investments, Retirement Planning and pensions, Protection, Mortgages, Trust and Estate Planning and Tax Planning.

E: ianlaker@bosworthwm.co.uk

T: 07738 120 123

Rebecca Barton

Operations Manager

I’ve been at Bosworth Wealth Management since the start and previous to this I was a Project Manager for a utility company, which has some similarities with the role.

In my role I have many aspects. This ranges from administration and chasing through to business applications and submissions. I am also a personal contact for the clients.

What I like most about my job is working with other people and satisfaction of meeting needs of clients. I also enjoy keeping track of the applications and keeping people informed and up-to-date on where their application is, and how things are moving along.